Major clients of professional advisors are often involved in philanthropy. Most have two personal goals – make their mark through a high-impact gift and be fair to family. They will show extreme gratitude to an advisor who helps them achieve their most important personal goals. The twelve plans in Blended Gifts for Boomers show you how to help clients make maximum impact gifts – part today and the larger gift through their estate.

Charles Schultz is President of Crescendo Interactive, Inc. and is the principal creator of CresPro charitable tax planning software and the GiftLegacy Pro eMarketing System. In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLaw eNewsletter. He teaches over 30 planned giving seminars per year and is Founder of GiftCollege.com, an Internet education program for gift planners and professional advisors. His law degree is from the University of Michigan. Charles is on the Board of Directors for the Christian Foundation of the West.

Due to EPCNYC being a recipient of the NAEPC Council of Excellence Award, this webinar will be complimentary for those who join at our host location, Grassi & Co, for the viewing. RSVP as space is limited.

The Estate Planning Council of New York City is an interdisciplinary organization for professionals involved in estate planning. Since its inception in 1959, the Council's primary objective has been to provide a better understanding of the services performed by attorneys, life underwriters, trust officers, accountants, and others substantially involved in estate planning and to promote cooperation among them.